Setting Up the Approval Unit Hierarchy
When you create an Approval Unit Hierarchy, you can select one of these approval templates:
- Consolidation—Used for locking and unlocking only. When an application is created, the system automatically creates an Approval Unit Hierarchy named Total Geography. This Approval Unit Hierarchy contains all entities under the Total Geography hierarchy. The approval template assigned to this Approval Unit Hierarchy is Consolidation.
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Consolidation - Bottom Up —Used for the approval process.
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Consolidation – Separate Approve and Lock—Allows the approval and lock processes to be performed by different users. You can assign one group of users to approve the entity, and another group of users to lock the entity.
When you select to enable approvals for the hierarchy, you can specify whether to include new entities or shared instances. If you select the All option, new entities or shared instances are automatically included. If you select the All - include if parent is selected option, a new entity or shared instance is included only if its immediate parent is also selected as part of the Approval Unit Hierarchy.
To set up an approval unit hierarchy: